Cotswold Financial Planning

Independent Financial Adviser 36 Waverley Avenue, Kidlington, Oxon, OX5 2NA
FCA verified
17th December 2018
I enjoy helping people manage their finances without the pressure of selling products.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Carolyn Sampson DipPFS
Financial Planner
Where to find us

36 Waverley Avenue, Kidlington, Oxon, OX5 2NA

About us

I have been providing clients with bespoke, independent financial advice for the last 15 years. I am dedicated to giving highly individual advice that is entirely focused on my clients' specific circumstances and needs.

What my clients expect of me is an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to providing successful, holistic financial advice is creating a trusting and lasting relationship.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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